Three-train project cements Woodside’s role as a top global LNG supplier.

  • Initial 16.5 Mtpa capacity, expandable to 27.6 Mtpa with future trains

  • Projected to deliver >5% of global LNG supply in the 2030s

  • Forecast IRR >13%, with $2B+ in annual net operating cash at full run-rate

  • Woodside's share of capex: $11.8B; Stonepeak to invest $5.7B

  • Largest single FDI in Louisiana history; construction to create ~15,000 jobs

  • First greenfield US LNG project to FID since 2023

  • Focused on serving growing Asia and Europe gas demand without altering emissions targets

Project enters construction phase, unlocking 2,000 jobs and major decarbonization push.

  • £21.7B committed over 25 years for UK’s first CCS clusters

  • Liverpool Bay to store 4.5M tonnes CO₂/year initially, expandable to 10M

  • Involves offshore platform repurposing and new 35km CO₂ pipeline

  • Part of HyNet, one of the world’s most advanced CCS initiatives

Repsol’s first U.S. renewables partnership unlocks growth in New Mexico and Texas.

  • Stonepeak invests $340M for stake in 777 MW portfolio (solar + storage)

  • Includes Frye (632 MW) and Jicarilla (145 MW solar + storage) projects

  • All assets backed by long-term revenue contracts

Strategic capital backs solar, wind, and storage buildout to support India’s 2030 goals.

  • Funds will drive 11GW of projects in Rajasthan and Andhra Pradesh

  • Part of Brookfield’s Global Transition Fund II with ALTÉRRA as a key partner

  • Supports India’s target of 500GW installed renewables by 2030

  • Strengthens domestic supply chains for wind turbines and solar modules

  • Reflects $300B renewable investment ambition for India’s fast-growing economy

Accelerates capital deployment for solar, battery, and renewables projects.

  • 18 deals closed since late 2023 across multiple sectors

  • Key collaborators: Silfab Solar, Kimberly-Clark, ENGIE, Crux

  • Advisory services cover tax credit optimization, financial structuring, and decarbonization strategy

  • Seen as a catalyst for scaling corporate renewable energy investments

Project to power ~9,000 homes and generate $400K+ annually in local tax revenue.

  • Located in Meigs County; single-axis PV system design

  • Energy off-take secured via long-term PPA with major utility

  • Commercial operations targeted for Q4 2025

  • Part of Doral’s 16 GW U.S. development portfolio

Amplify pivots to strategic alternatives following canceled $800K settlement.

  • Amplify cancels special stockholder meeting and merger proposals

  • Juniper receives $800K cash payment; no termination fee beyond that

  • Company to update business and cash flow outlook during Q1 earnings

  • Exploring portfolio optimization to enhance shareholder value

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DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.

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